Visma.net ERP
Time and expenses - overview
By using the Time and expenses workspace, your company can automate work assignments and labour calculation for contracts and support services.
The Time and expenses workspace integrates with the Supplier ledger, for reimbursing employee expenses, and with the Customer ledger, for invoicing labour and expenses to customers.
Expense claim processing
Using a web browser, employees can submit expense claims, attaching any scanned receipts and supporting documents.
The submitted expense claims are assigned for approval according to predefined assignment rules.
Once a claim has been approved,
Visma.net ERP creates an invoice in theSupplier ledger to initiate the reimbursement, and generates a
customer invoice if expenses were designated as invoiceable to a customer.
For more information, see: Process expense claims
Time tracking for customers, contracts, and projects
Regardless of where your employees work from, the time they spend on daily activities is recorded in time cards to track the expenses and invoicing.
Once time cards have been
automatically assigned for approval and approved by a supervisor, they generate a
customer invoice and update contract usage data if a contract is involved.
For more information, see: About contract invoicing
Audit trail
The Time and expenses workspace provides a complete audit trail of all employee transactions.
After a document is approved and released, users cannot delete or cancel it.
To correct mistakes, users must enter a correcting or reversing entry.
Visma.net ERP keeps the details of all Time and expenses documents, including information about
the user who entered the transaction and the user who modified the record.
